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James Clark Dunn

Lincoln Investment

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About James Clark Dunn

James Dunn is a financial advisor with Lincoln Investment, a firm with a history of providing financial services to individuals, families, and businesses. James is licensed in multiple states and specializes in providing financial planning, investment management and selection of other advisors for individuals and businesses. His expertise and experience combined with the resources of Lincoln Investment can provide comprehensive financial solutions to help individuals and businesses reach their financial goals.

Firm Information

James Dunn is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Dunn’s Registration & Firm History

PA

05/24/2018 - Present

Lincoln Investment (BERWICK PA)

PA

01/29/2004 - 01/03/2017

LEGEND EQUITIES CORPORATION (BERWICK PA)

MA

04/14/2003 - 01/29/2004

SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 11/17/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Clark Dunn. Review regulatory record here.
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